Work Order 360 View

Detailed work order timeline, KPIs, and analysis

← WO Overview

WO-01299584 ↗ ServiceMax

CenterWell (Humana) • Inspection • PSM

📍 81694 CenterWell N Myrtle Beach — 240 Hwy 17 N, North Myrtle Beach SC, 29582

Aug 26, 2025 → Sep 24, 2025

✅ Completed
PSM
SLA Clock
Last business day of August 2025 · Target: Aug 29, 2025
✗ SLA Missed (16 biz days late)
Active: 20 biz days
🕐 Clock stopped: Completed (Sep 24, 2025)
▶ Clock Running
Status: Created
Aug 26 → Aug 26, 2025
0 business days (counted)
Running total: 0 of ? biz days used
▶ Clock Running
Status: Ready for Scheduling
Aug 26 → Aug 26, 2025
0 business days (counted)
Running total: 0 of ? biz days used
14d
▶ Clock Running
Status: Assigned
Aug 26 → Sep 16, 2025
14 business days (counted)
Running total: 14 of ? biz days used
6d
▶ Clock Running
Status: Scheduled
Sep 16 → Sep 24, 2025
6 business days (counted)
Running total: 20 of ? biz days used
▶ Clock Running
Status: Tech On Site
Sep 24 → Sep 24, 2025
0 business days (counted)
Running total: 20 of ? biz days used
Created: Aug 26, 2025 Completed: Sep 24, 2025
Show SLA Clock Detail (5 periods)
Period Status Clock Biz Days Running Total
Aug 26 → Aug 26 Created ▶ Running 0 0
Aug 26 → Aug 26 Ready for Scheduling ▶ Running 0 0
Aug 26 → Sep 16 Assigned ▶ Running 14 14
Sep 16 → Sep 24 Scheduled ▶ Running 6 20
Sep 24 → Sep 24 Tech On Site ▶ Running 0 20
Dispatch 0.0d
Coordinators 22.1d
Field Work 0.3d
Billing 0.0d
✗ SLA Missed
Dispatch
0.0 days
Coordinators
22.1 days
Over SLA
Field Work
0.3 days
Billing
0.0 days
Created: Aug 26, 2025 Due: Sep 26, 2025 Completed: Sep 24, 2025 (2 days early)
📅
21.0 days Total Age
⏱️
15.0d in Assigned Longest Stage
🔄
8 transitions Status Changes
⚠️
20.1d over Total Delay
📦
0 orders, 0 quotes Parts & Quotes
📝
5 lines Work Details
🏠
1 visit On-Site Trips
👤
Self-Scheduled Scheduling

AI Analysis

Powered by OpenAI
Generating AI analysis...

Originating Case

Open in Salesforce →
🎫
Case #00521983
eBiotrack - Automated New Inspection Created
Closed
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=29550
Priority
Standard
Origin
Email
Reason
New Case
Contact
Lisa Koppleman
Owner
Leona Coonrod
Created
Aug 26, 2025
Work Orders from this Case (1)
WO-01299584 (current) Invoiced
Inspection • Christopher Morning
Created: Aug 26, 2025 • Closed: Sep 24, 2025
Completed with significant delays
Invoiced • 191 days old
🚨
Primary Delay 15.0 days stuck in "Assigned"
⏱️
Total Delay 20.1 business days over SLA thresholds

SLA vs Actual Time by Status

Actual (within SLA)
Actual (over SLA)
SLA Target
Entered
0.0d / 0.5d SLA
Ready for Scheduling
0.1d / 1.0d SLA
Assigned
15.0d / 0.5d SLA
Scheduled
7.0d / 2.0d SLA
Tech On Site
0.2d / 1.0d SLA
Completed
0.1d / 1.0d SLA
Closed
1.6d / 1.0d SLA
Invoice Pending
0.0d / 2.0d SLA

💬 Activities, Notes & Communications

🔒 Internal CSA Notes

9/16 MOwens Lisa replied back asking to schedule the visit for this location on 9/24. Replied back that will work.

9/15 MOwens Sent an email to Lisa asking about scheduling the inspection visit.

9/4 MOwens Called to speak to Lisa. Went to vm. Left a msg for her to call back to schedule the visit.

🔧 Work Performed
9-24-25 CTM - Performed Initial Annual Inspection on all medical equipment located . Total of 30 pieces inspected .ALL PASS . Notified POC Lisa Koppleman of findings and completion .
🔍 Technician Findings
9-24-25 CTM - Perform Initial Annual Inspection on all medical equipment located. Notify POC Lisa Koppleman of inspection findings and completion .
⚠️ Problem Description
Inspection: Initial Annual Inspection Service https://www.ebiotrack.com/inspection.php?iid=29550

Timeline

📞
Case Linked Aug 26, 1:00 AM
Case Number: 00521983
Subject: eBiotrack - Automated New Inspection Created
Status: Closed
📋
2 Work Order Created Aug 26, 9:06 AM
Work Order Created → Status: Ready for Scheduling
📅
Status: Ready for Scheduling by Leona Coonrod
From: Entered
To: Ready for Scheduling
Duration in Previous: 0m
👷
2 Technician Assigned Aug 26, 10:10 AM
Technician Assigned → Status: Assigned
👷
Status: Assigned by Melissa Owens
From: Ready for Scheduling
To: Assigned
Duration in Previous: 1h 4m
🚨 15.0 business days
👷
Technician Assigned by Melissa Owens Sep 16, 10:42 AM
Technician: Christopher Morning
🗓️
2 Status: Scheduled Sep 16, 10:48 AM
Status: Scheduled → Dispatch Scheduled
📅
Dispatch Scheduled by Melissa Owens
Scheduled For: 2025-09-24T16:45:00.000+0000
⚠️ 7.0 business days
⏱️
2x Labor Added Sep 24, 12:12 PM
Type: Labor, Travel
Status: Open
Qty: 0.5, 14
🔧
Status: Tech On Site by Christopher Morning Sep 24, 12:17 PM
From: Scheduled
To: Tech On Site
Duration in Previous: 8d 1h
⏱️
Labor Added Sep 24, 1:53 PM
Type: Labor
Status: Open
Qty: 2
🚗
2 Travel Added Sep 24, 2:04 PM
Travel Added → Status: Completed
✔️
Status: Completed by Christopher Morning
From: Tech On Site
To: Completed
Duration in Previous: 1h 47m
⏱️
2 Labor Added Sep 24, 2:49 PM
Labor Added → Status: Closed
🏁
Status: Closed by Christopher Morning
From: Completed
To: Closed
Duration in Previous: 45m
📄
2 Status: Ready to Bill Sep 25, 12:35 PM
Status: Ready to Bill → Status: Invoiced
💰
Status: Invoiced by Diane Patton
From: Invoice Pending
To: Invoiced
Duration in Previous: 1m
2.0 business days
🧾
Invoice Created Sep 26, 1:58 PM
Invoice Number: SM-241949

Bottlenecks

Assigned
Duration: 15.0 business days (threshold: 4.0 business hours)
Exceeded by 14.5 business days
Scheduled
Duration: 7.0 business days (threshold: 2.0 business days)
Exceeded by 5.0 business days
Closed
Duration: 1.6 business days (threshold: 1.0 business days)
Exceeded by 5.2 business hours

🔗 Related Artifacts

📞
Case 00521983
Closed

ℹ️ Work Order Details

Status
Invoiced
Priority
PSM
Type
Inspection
Branch
Edge
Technician
Christopher Morning
Scheduled
Sep 24, 12:45 PM
Created
Aug 26, 9:06 AM
Invoice #
SM-241949

Work Details (5)

Name Type Status Qty Amount Date
WL-02947369 Labor Open 0.5 $0.00 Sep 24, 12:12 PM
WL-02947370 Travel Open 14 - Sep 24, 12:12 PM
WL-02947504 Labor Open 2 $1,292.00 Sep 24, 1:53 PM
WL-02947568 Travel Open 18 - Sep 24, 2:04 PM
WL-02947643 Labor Open 0.75 $0.00 Sep 24, 2:49 PM

Details